Answer
If you need access to manage workflow templates, contact your System Manager and explain what you need to do. Your System Manager can review your responsibilities and assign the appropriate workflow management access.
Steps
Contact your Business Administrator (BA).
Describe the work you need to do, such as:
editing workflow questions
improving workflow usability
creating new workflows
managing workflow tags or reporting consistency
adjusting workflow scoring
testing workflow updates
Wait for your System Manager to confirm the access you need.
After access is granted, use the workflow management articles in the Help Center to learn how to complete those tasks.
What to Say When You Request Access
When reaching out to your BA, describe your responsibilities in simple terms. For example:
“I need to edit the questions in my site’s workflows.”
“I need to update workflows to improve usability for our users.”
"I need to create new workflows to support program expansion."
“I need to manage workflow reporting, including tags and consistency across sites.”
“I need to configure or adjust workflow scoring for our program.”
“I need to test updated workflows to provide feedback.”
You do not need to ask for specific permission names.